Urbanex Pest Control
Financial Analyst
Urbanex Pest Control, Nashville, Tennessee, United States, 37247
Financial Planning & Data Analyst
About Us:
Urbanex is a leading pest control residential provider and one of the fastest growing pest control businesses in the United States. We're looking for a data-driven, analytical thinker to join our Finance team as an FP&A Analyst. This role will play a critical part in helping us make informed financial decisions by providing high-quality reporting and insights through Power BI and other financial analysis tools. You'll work directly for a highly experienced CFO who loves to train and nurture talent. You'll also have the opportunity for broad responsibility and high visibility as our first finance hire!
Position Summary:
The FP&A Analyst will be responsible for supporting the financial planning, forecasting, and budgeting processes, with a secondary focus on developing and maintaining Power BI reports and dashboards that help the organization use data effectively in decision making. The ideal candidate has a solid understanding of financial analysis, budgeting, and forecasting, coupled with a technical skill set in data visualization. This role offers the opportunity to work cross-functionally, provide actionable insights, and contribute to the overall financial strategy of the company.
Key Responsibilities:
Financial Analysis & Reporting
Assist in preparing monthly, quarterly, and annual financial reports and presentations.
Analyze financial data and performance metrics to provide insights and recommendations for business decision-making.
Collaborate with department heads to gather data, prepare budget reports, and track financial performance against budgets.
Assist in building scenario analyses to assist executives in decision making.
Forecasting & Budgeting
Support the annual budgeting process and quarterly forecasts.
Develop financial models to project revenue, expenses, and cash flows based on historical data and market trends.
Perform variance analysis to compare actual results against budgeted forecasts and provide insights into areas of improvement.
Identify opportunities to automate financial processes and enhance reporting efficiency through Power BI and other tools.
Maintain financial models and datasets in Excel or other reporting tools, ensuring consistency and accuracy across all reports.
Power BI Development & Management
Design, develop, and maintain Power BI dashboards and reports to track KPIs and financial metrics.
Gather requirements from internal stakeholders to create customized, real-time reports that support business goals.
Ensure data accuracy and reliability within Power BI by regularly validating and troubleshooting datasets.
We currently leverage Microsoft Azure/Power BI.
Required Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or a related field.
3-5 years of experience in FP&A, financial analysis, or a related finance role.
Proven experience with Power BI, including dashboard development and data visualization best practices.
Advanced Excel skills, including financial modeling, pivot tables, and data analysis.
Strong understanding of financial statements and key financial metrics.
Excellent analytical and problem-solving skills, with high attention to detail.
Ability to communicate financial insights clearly to non-financial stakeholders.
Collaborative mindset with the ability to work cross-functionally in a team-oriented environment.
Preferred Qualifications:
Experience in a residential home services industry a plus.
Familiarity with SQL or other database query languages is a plus.
Experience with QuickBooks Online reporting a plus.
What We Offer:
Competitive salary and benefits package.
Opportunities for career growth and development.
A supportive and collaborative work environment.
Urbanex is a leading pest control residential provider and one of the fastest growing pest control businesses in the United States. We're looking for a data-driven, analytical thinker to join our Finance team as an FP&A Analyst. This role will play a critical part in helping us make informed financial decisions by providing high-quality reporting and insights through Power BI and other financial analysis tools. You'll work directly for a highly experienced CFO who loves to train and nurture talent. You'll also have the opportunity for broad responsibility and high visibility as our first finance hire!
Position Summary:
The FP&A Analyst will be responsible for supporting the financial planning, forecasting, and budgeting processes, with a secondary focus on developing and maintaining Power BI reports and dashboards that help the organization use data effectively in decision making. The ideal candidate has a solid understanding of financial analysis, budgeting, and forecasting, coupled with a technical skill set in data visualization. This role offers the opportunity to work cross-functionally, provide actionable insights, and contribute to the overall financial strategy of the company.
Key Responsibilities:
Financial Analysis & Reporting
Assist in preparing monthly, quarterly, and annual financial reports and presentations.
Analyze financial data and performance metrics to provide insights and recommendations for business decision-making.
Collaborate with department heads to gather data, prepare budget reports, and track financial performance against budgets.
Assist in building scenario analyses to assist executives in decision making.
Forecasting & Budgeting
Support the annual budgeting process and quarterly forecasts.
Develop financial models to project revenue, expenses, and cash flows based on historical data and market trends.
Perform variance analysis to compare actual results against budgeted forecasts and provide insights into areas of improvement.
Identify opportunities to automate financial processes and enhance reporting efficiency through Power BI and other tools.
Maintain financial models and datasets in Excel or other reporting tools, ensuring consistency and accuracy across all reports.
Power BI Development & Management
Design, develop, and maintain Power BI dashboards and reports to track KPIs and financial metrics.
Gather requirements from internal stakeholders to create customized, real-time reports that support business goals.
Ensure data accuracy and reliability within Power BI by regularly validating and troubleshooting datasets.
We currently leverage Microsoft Azure/Power BI.
Required Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or a related field.
3-5 years of experience in FP&A, financial analysis, or a related finance role.
Proven experience with Power BI, including dashboard development and data visualization best practices.
Advanced Excel skills, including financial modeling, pivot tables, and data analysis.
Strong understanding of financial statements and key financial metrics.
Excellent analytical and problem-solving skills, with high attention to detail.
Ability to communicate financial insights clearly to non-financial stakeholders.
Collaborative mindset with the ability to work cross-functionally in a team-oriented environment.
Preferred Qualifications:
Experience in a residential home services industry a plus.
Familiarity with SQL or other database query languages is a plus.
Experience with QuickBooks Online reporting a plus.
What We Offer:
Competitive salary and benefits package.
Opportunities for career growth and development.
A supportive and collaborative work environment.